Notable Guests
AR
Alex Rubalcava
1x
BE
Ben Carlson Explains
1x
BR
Bob Robotti
1x
BS
Brent Sullivan
1x
CE
Carson Block Explains
1x
CE
Charley Ellis
1x
DB
David Booth
1x
JP
Jerry Parker
1x
JM
Joseph Moore
1x
KO
Kristin Olson
1x
LE
Luke Gromen Explains
1x
MS
Marc Seidner
1x
MW
Morgan Stanley's Mike Wilson
1x
NE
Nobody Expected
1x
Recent Episodes
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AI intersects with bubble forces, driven by debt-fueled data centers.
Paul Kedrosky
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Managed futures differ from trend following; outliers are key to strategy.
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David Booth, founder of Dimensional Fund Advisors, discusses indexing's early days.
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Meb Faber discusses the upcoming Cambria Global EW 3 ETF (GEX).
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Luke Gromen argues free trade is dead, US pivoting to Hamiltonian economics: tariffs, reshoring, neutral reserve asset.
Luke Gromen Explains
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Charley Ellis discusses the 50th anniversary of his book on share buybacks.
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Liaquat Ahamed discusses the first global financial crisis of 1873.
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Bob Robotti discusses how passive flows create opportunities for stock pickers.
Bob Robotti
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Meb Faber shares his market outlook and discusses his new book, 'Investing in America'.
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Carson Block predicts AI could displace 15% of knowledge workers.
Carson Block Explains
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Joseph Moore explores 300 years of American financial advice.
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Rebecca Anderson discusses McKinsey's report on US economic drivers.
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Ben Carlson explains the counterintuitive math of long-term investing.
Ben Carlson Explains
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Marc Seidner discusses the shift from economic to political drivers in investing.
Marc Seidner
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Samuel Hartzmark discusses the common investor misunderstanding of dividends.
Samuel Hartzmark
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Will Guidara, author of Unreasonable Hospitality, shares insights on creating memorable human connections.
Will Guidara
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Alex Rubalcava and Paul Bricault discuss AI's impact on SaaS and jobs.
Alex Rubalcava
Paul Bricault
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Owen Lamont and Randy Cohen discuss private equity and its modeling in public markets.
Owen Lamont
Randy Cohen
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Van Simmons discusses the rare coin market's evolution and grading's impact on asset class status.
Nobody Expected
✨
Meb Faber discussed the new Cambria Global EW 2 ETF (GEQ).